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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,367 |
Filed as: ABACUS BENFEIT CONSULTANTS, INC. Service code 15 · EIN 05-0460654 | Recordkeeping | $1,425 |
CAPITAL WEALTH MANAGEMENT2 years Service code 27 · EIN 65-1226333 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,440 | $58,093-68.3% | $80,022-77.0% | $56,289-67.2% |
| Participation rate | 70.5% | 73.6%-3.2pp | 75.8%-5.4pp | 69.9%+0.6pp |
| Annual return | -2.02% | 34.63%-36.6pp | 11.22%-13.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,881 | $1,933-2.7% | $2,468-23.8% | $2,111-10.9% |
| Participant deferral / active EE | $2,242 | $3,136-28.5% | $3,686-39.2% | $3,350-33.1% |
| Admin fee / account holder | $186 | $623-70.1% | $6,521-97.1% | $521-64.2% |